RF&L Wealth Management
DFUV icon

RF&L Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RF&L Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.9M Sell
197,810
-204
-0.1% -$11.5K 7.31% 4
2026
Q2 		$10.9M Sell
198,014
-2,918
-1% -$153K 7.37% 4
2026
Q1 		$9.7M Sell
200,932
-3,529
-2% -$173K 7.29% 4
2025
Q4 		$9.5M Sell
204,461
-3,095
-1% -$140K 5.34% 4
2025
Q3 		$9.28M Buy
207,556
+1,560
+0.8% +$67.9K 5.44% 4
2025
Q2 		$8.71M Buy
205,996
+680
+0.3% +$27.3K 5.61% 4
2025
Q1 		$8.46M Sell
205,316
-3,940
-2% -$165K 6.05% 4
2024
Q4 		$8.56M Sell
209,256
-2,525
-1% -$107K 6.06% 4
2024
Q3 		$8.83M Sell
211,781
-6,057
-3% -$245K 6.25% 4
2024
Q2 		$8.55M Sell
217,838
-7,825
-3% -$310K 6.51% 4
2024
Q1 		$9.23M Sell
225,663
-9,596
-4% -$367K 7.11% 3
2023
Q4 		$8.76M Sell
235,259
-2,405
-1% -$82.8K 7.28% 2
2023
Q3 		$8.09M Sell
237,664
-6,979
-3% -$244K 7.51% 2
2023
Q2 		$8.44M Sell
244,643
-3,320
-1% -$111K 7.7% 2
2023
Q1 		$8.3M Sell
247,963
-4,985
-2% -$171K 8.05% 2
2022
Q4 		$8.47M Buy
+252,948
New +$8.41M 8.72% 2

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

RF&L Wealth Management's DFUV Position: Q3 2026 in Review

RF&L Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q3 2026, selling an estimated $11.5K and leaving 197,810 shares worth $10.9M. The position accounts for 7.31% of the portfolio, ranked #4.

RF&L Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q2 2026. 221 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • RF&L Wealth Management held 197,810 shares of Dimensional US Marketwide Value ETF worth $10.9M as of Q3 2026.
  • RF&L Wealth Management sold 204 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $11.5K.
  • Dimensional US Marketwide Value ETF made up 7.31% of RF&L Wealth Management's portfolio in Q3 2026, its #4 holding.
  • RF&L Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
  • RF&L Wealth Management's Dimensional US Marketwide Value ETF position peaked at $10.9M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.